New look, same knowledge. It's all still here — just easier to find, with a cleaner layout and better navigation.
Please fill out the contact form below and we will reply as soon as possible.
Define your work type phase plans and guards
Watch this short video to find out how phase plans work. Get to know more about Phase Plans A training module is available to help you get to know more ...
Get guidance on how to create a phase plan, add phases and transitions, or edit an existing plan.
Learn how to apply phase guards to transitions.
Learn how you can remove system phase guards from the system
You can add a phase to a phase plan in Modeller to tailor the workflow of a work type to your specific requirements. Steps to add a phase to a phase pla...
You can add a transition to a phase plan to allow users to move from one phase to another. Steps to add a transition to a phase plan If you are already ...
A phase feature is a capability that you enable on a specific phase of a work type. Instead of a behaviour being on for the whole work type, a phase fea...
An instruction is the work item that captures a piece of work before your firm is engaged. Once it is ready to proceed, it spawns a matter, which become...